Associations 401(k) plan

Associations, Inc, Richardson, TX. EIN 75-3014941. Annual reports 2009–2024. Also filed as Associations, Inc.

Associations, Inc has one active retirement plan on file, the Associa, Inc. 401(k) Plan, with 8,516 participants and $130 million in assets in 2024. Fidelity is its recordkeeper. No traditional pension plan appears in Associations's filings since 2009.

Active plans: 1
Participants: 8,516
Plan assets: $130 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Real estate

The plan

Associa, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 75-3014941
Participants (2024): 8,516
Net assets (2024): $130 million
Recordkeeper: FidelityEarlier: Empower (2021–2023), MassMutual (2012–2020), ADP (2009–2011)
Plan administrator: Associations, Inc
2301 N Greenville Ave., 4TH Floor
Richardson, TX 75082
(214) 953-3009As filed for 2024
In effect since: October 1, 1989

Plans merged into this one: PCM Employee Savings Plan (2012).

Earlier plan names: Associa 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,516	$130 million	Fidelity
2023	6,858	$127 million	Empower
2022	6,975	$109 million	Empower
2021	6,667	$127 million	Empower
2020	6,269	$112 million	MassMutual
2019	6,094	$101 million	MassMutual
2018	6,696	$88.6 million	MassMutual
2017	6,457	$94.1 million	MassMutual
2016	6,039	$81.5 million	MassMutual
2015	6,182	$103 million	MassMutual
2014	6,304	$106 million	MassMutual
2013	6,191	$102 million	MassMutual
2012	6,187	$85.1 million	MassMutual
2011	4,145	$26.2 million	ADP
2010	3,745	$25.9 million	ADP
2009	3,404	$21.3 million	ADP

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Associa, Inc. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((214) 953-3009). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Associa, Inc. 401(k) Plan

If you had money in one of these plans

What these numbers are

Other real estate employers in TX